Notion CRM for Agencies

As an agency owner myself, I developed this Notion CRM for agencies to combine traditional CRM features with the ability to create client portals that you can use to track billable hours, project tasks, and more.

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[marykatemclaughlin]

Thanks for a comprehensive and incredibly helpful video!

[cryptophl_MT]

Great stuff! QQ: does the "Agency CRM" template have features of "Professional CRM" such as 'campaigns'? I'd like to have both on my end... Thank you!

[cryptophl_MT]

I'd like to set up a Zapier integration in order to launch ✉automated (trigger-based) email campaigns ✉ based on campaign participation. I was wondering if it's something that I'll be able to do. Thank you!

[GuantaNaMera-ukjv]

This looks really great. I don't have home/my tasks yet and it sounds like Notion are being slow to roll out. Will this CRM still work (with the exception of having all tasks in the "home")?

[Itandrewhk]

hi, if i have already purchased your optiopp CRM and since I do have to manage alot of client projects and external partner liaison. will this help me further and will i have to integrate the two together for it to work?

[Carlos_Vasquez]

Whats the difference between this one and OptiOpp CRM?

[MarkSMueller]

Will this CRM for Agencies easily integrate with your OptiOpp CRM? I already purchased OptiOpp Pro and look forward to the Client Portal and new Dashboard features. Great stuff you doing and keeping everything Notion, up to date.